Customer Credit Limitby Browseinfo https://www.browseinfo.in
Sales Management (sale_management)
• Invoicing Management (account_invoicing)
|Lines of code||298|
|License||See License tab|
|Also available in version||v 10.0 v 12.0 v 13.0 v 14.0 v 15.0|
Customer/Partner Credit Limit Assign/Hold/Blocking Odoo Apps
With this Odoo apps, you can set customer credit limit and blocking limit when it exceeded. You need to set a credit limit and blocking limit for any particular customer. So if any user crosses its credit limit, an auto-generated email will be sent to administrator along with that sale order reference. Another useful feature is, Customer can be put on hold. This odoo module feature is useful when customer crosses its credit limit with a lot margin. Once Customer is put on hold, customer will be unable to place any sale order.
Set Credit Limit / Blocking Limit for customers.You can set credit limit and blocking limit for any particular customer, or disable customer to place sale order.
Enable Customer Credit LimitYou can enable/disable credit limit for particular customer.
Auto-generated emailAn auto-generated email will be sent to administrator along with that sale order reference on customer crossing credit limit.
Notification About Due Amount & Credit Limit/Blocking LimitShow the notification in sale order about Due Amount and crossed Credit Limit.
Set Credit Limit
In Customer, Invoicing tab you can set Credit limit and blocking limit, even put that customer on hold. Customer will be unable to place any order if put on hold.
Enable or Disable customer credit limit.
While creating any sale order, customer can see its credit limit, also total amount that is receivable till now. Customer can place sale order even if total receivable is more than credit limit.
You can also view notification about customer's due amount.
Credit Limit Wizard
If customer's credit limit exceedes while creating sale order, when customer confirms order. At that time a pop-up is provided that will show a warning to customer that credit limit has been exceeded along with exceeding amount and other details. On clicking confirm button, customer can confirm that sale order.
Auto Generated Email
When customer's credit limit is exceeded, on confirming sale order, an auto-generated email will be sent to administration department. Mentioning, sale order name, customer name, amount exceeded and a link to review that particular sale order. also you can view sale order by clicking on given link.
Customer Blocking Limit
Customer blocking limit is crossed then it will be show the warning about crossed customer blocking limit.
If customer exceeds blocking limit amount then it shows warning pop-up about blocking limit exceeds and customer will be unable to place any sale order.
If any customer exceeds its credit limit by a lot margin or it happens often times, you can put that customer on hold by selecting this option. Once customer is put on hold that customer will be unable to place any sale order.
While any customer is put on hold, if that customer tries to make any sale. After confirming order, a pop-up will be displayed to customer to contact administration department. Also that sale order will not be placed.
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on email@example.com or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module
- The author can leave a single reply to each comment.
- This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
- If you want to start a discussion with the author or have a question related to your purchase, please use the support page.